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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-01 |
Branch Locations
1731 Technology Dr Suite 600, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Beverly Hills | CA | 05/2019 | 02/2026 |
| Creditease Investment Consulting Ltd | Beijing | 08/2016 | 05/2019 | |
| Standard Chartered Bank | Beijing | 06/2012 | 07/2019 | |
| Lpl Enterprise Llc | San Jose | CA | 03/2026 | Present |
1. 02/25/2026 - Wansha Zhao N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Cupertino CA - OBA start date:02/24/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 02/25/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Cupertino CA - OBA start date:02/24/2026 - 160 Hrs/Mth - 160 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-09 |
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